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Nuveen Arizona Quality Municipal Income Fund

38 hedge funds and large institutions have $19.9M invested in Nuveen Arizona Quality Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

0.09% less ownership

Funds ownership: 13.44%13.35% (-0.09%)

3% less funds holding

Funds holding: 3938 (-1)

6% less capital invested

Capital invested by funds: $21.2M → $19.9M (-$1.29M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.42M +$370K +28,598 +18%
LPL Financial
2
LPL Financial
California
$2M +$52.5K +4,063 +3%
ACI
3
Alpha Cubed Investments
California
$1.92M
MIM
4
Meixler Investment Management
Arizona
$1.61M -$127K -9,850 -7%
Wells Fargo
5
Wells Fargo
California
$1.46M +$228K +17,651 +18%
CA
6
Cetera Advisors
Colorado
$1.38M +$22.4K +1,730 +2%
RJA
7
Raymond James & Associates
Florida
$1.22M -$293K -22,679 -19%
1W
8
1776 Wealth
Georgia
$1.01M
BC
9
Bartlett & Co
Ohio
$727K +$59.4K +4,600 +9%
BCWM
10
Bartlett & Co Wealth Management
Ohio
$727K +$59.4K +4,600 +9%
UBS Group
11
UBS Group
Switzerland
$579K +$71.6K +5,542 +14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$459K +$323K +24,984 +232%
FM
13
Family Management
New York
$422K
IFG
14
Independent Financial Group
California
$344K
Bank of America
15
Bank of America
North Carolina
$314K -$31.5K -2,438 -9%
WWM
16
Western Wealth Management
Colorado
$311K +$32.3K +2,500 +12%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$300K +$879 +68 +0.3%
Ameriprise
18
Ameriprise
Minnesota
$273K +$10.6K +819 +4%
DAS
19
Dynamic Advisor Solutions
Arizona
$250K +$2.58K +200 +1%
MML Investors Services
20
MML Investors Services
Massachusetts
$236K -$32K -2,479 -12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$231K -$104K -8,077 -31%
MA
22
MAS Advisors
Florida
$223K
IGWM
23
ICA Group Wealth Management
Colorado
$200K
MWM
24
Meridian Wealth Management
Kentucky
$184K
Goldman Sachs
25
Goldman Sachs
New York
$154K +$155K +12,000 New

NAZ Hedge Fund Activity: Q2 2022 in Review

38 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q2 2022, worth a combined $19.9M — down 6.1% from $21.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NAZ and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $370K. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $902K sold.

  • 38 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q2 2022, down from 39 in Q1 2022.
  • Funds reported $19.9M of Nuveen Arizona Quality Municipal Income Fund stock for Q2 2022, down 6.1% quarter-over-quarter.
  • 5 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q2 2022 and 6 closed out, a net change of -1 holder.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q2 2022 was Morgan Stanley, an estimated $370K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q2 2022 was Raymond James Financial Services Advisors, an estimated $902K sold.

Based on aggregated 13F filings for Q2 2022.